How big is Exostar LLC's plan?

Exostar LLC's plan reported $41.6M in assets and 158 participants for 2024.

Original filing (PDF)20251014095847NAL0001206659001

Exostar LLC

Name: Exostar LLC — Exostar LLC 401(k) Savings Plan, Form 5500 (2024)
Creator: Exostar LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Exostar LLC 401(k) Savings Plan

401(k) retirement plan · Exostar LLC's Exostar LLC 401(k) Savings Plan held $41.6M in plan assets for 158 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

158

Accounts w/ balance

224

Plan assets (EOY)

$41.6M

Net assets (EOY)

$41.6M

People on this filing

Venencia Magnusen signed Exostar LLC's 2024 Form 5500 as plan administrator.

Venencia Magnusen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Exostar LLC's EIN is 54-1998960.

EIN 54-1998960

Plan number 001

Plan year 2024

ACK ID 20251014095847NAL0001206659001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Exostar LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Exostar LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXOSTAR LLC.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (86th percentile).
High average account balance (95th percentile).

Plan sponsor

Name

EXOSTAR LLC

EIN

all filings

Address

2325 DULLES CORNER BLVD. · SUITE 600 · HERNDON, VA · 20171

Phone

(703) 793-7731

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$14K	—

Investments

32 direct securities· $41.3M(99% of reported assets)

Mutual Funds

$27.4M

22 holdings

Common Collective Trusts

$8.9M

1 holding

Other securities

$5.0M

9 holdings

					% of plan
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$8.9M	21.3%
Fidelity Contrafund K6 Mutual fund	Mutual Funds	—	—	$4.3M	10.4%
Fidelity Freedom 2035 K6 Mutual fund	Mutual Funds	—	—	$3.3M	8.0%
Fidelity Freedom 2040 K6 Mutual fund	Mutual Funds	—	—	$3.2M	7.7%
Fidelity Fund K Mutual fund	Mutual Funds	—	—	$2.9M	6.9%
Fidelity Freedom 2030 K6 Mutual fund	Mutual Funds	—	—	$2.4M	5.7%
Fidelity Freedom 2050 K6 Mutual fund	Mutual Funds	—	—	$1.6M	3.9%
Fidelity Freedom 2045 K6 Mutual fund	Mutual Funds	—	—	$1.5M	3.7%
Fidelity Government Money Market Money Market fund	Mutual Funds	—	—	$1.4M	3.3%
Fidelity Extended Market Index Mutual fund	Mutual Funds	—	—	$1.4M	3.3%
Fidelity Freedom 2055 K6 Mutual fund	Mutual Funds	—	—	$1.2M	2.9%
Fidelity Low Priced STK K Mutual fund	Mutual Funds	—	—	$1.1M	2.5%
Morgan Stanley Trust Discovery Portfolio Class A Mutual fund	Other securities	—	—	$939K	2.3%
PIMCO Total Return Fund Mutual fund	Mutual Funds	—	—	$895K	2.1%
Artisan Mid Cap Value Fund Mutual fund	Other securities	—	—	$809K	1.9%
Fidelity International Index Mutual fund	Mutual Funds	—	—	$799K	1.9%
The Oakmark Equity and Income Fund Mutual fund	Other securities	—	—	$757K	1.8%
Baron Small Cap Fund Mutual fund	Other securities	—	—	$696K	1.7%
Harbor International Fund Mutual fund	Other securities	—	—	$518K	1.2%
Northern Small Cap Value Fund Mutual fund	Other securities	—	—	$412K	1.0%
Victory Sophus Emerging Markets Fund Class A Mutual fund	Other securities	—	—	$378K	0.9%
Fidelity High Income Fund Mutual fund	Mutual Funds	—	—	$247K	0.6%
American Century Inflation Adjust. Bd Fd Investor Class Mutual fund	Other securities	—	—	$244K	0.6%
Cohen & Steers Realty Shares Fund Class A Mutual fund	Other securities	—	—	$242K	0.6%
Fidelity Govt Income Mutual fund	Mutual Funds	—	—	$240K	0.6%
Fidelity Freedom 2025 K6 Mutual fund	Mutual Funds	—	—	$239K	0.6%
Fidelity Freedom 2020 K6 Mutual fund	Mutual Funds	—	—	$231K	0.6%
Invesco International Growth Fund R5 Mutual fund	Mutual Funds	—	—	$162K	0.4%
Fidelity Freedom 2010 K6 Mutual fund	Mutual Funds	—	—	$159K	0.4%
Fidelity Freedom 2060 K6 Mutual fund	Mutual Funds	—	—	$100K	0.2%
Fidelity Freedom Income Fund K6 Mutual fund	Mutual Funds	—	—	$64K	0.2%
Fidelity Freedom 2065 K6 Mutual fund	Mutual Funds	—	—	$24K	<0.1%